Life just got simpler: Process electronic payments with ePayPolicy integration

February 8, 2019 /

Written By: Chris Gillespie, Director of Carrier & MGA Marketing

For MGAs and premium finance companies, accounting and payment processing can be complex and dynamic. That’s why Vertafore has partnered with ePayPolicy to help you streamline your electronic payments process. ePayPolicy’s seamless integration with FinancePro and AIM means that you can process invoices faster and more efficiently by eliminating paper checks and manual payment reconciliation.


Benefits for AIM Customers

“This partnership enables customers to painlessly set up a full payment system inside the AIM management system,” said Cameron Elisha, Vertafore AIM and FinancePro product manager. “This is the first partnership agreement of its kind, delivering new features to AIM users through strategic partnerships by leveraging expertise outside of our product suite.”

Your customers also benefit from ePayPolicy’s integrations. The agents (or insureds for direct-bill scenarios) can easily see open invoices and pay in full or partial amounts. Once a payment is made, a perfectly balanced, non-posted batch is automatically created in AIM. The entire integration works in real time, meaning there is no manual work required from your team.

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“Our customers really like the ability to see all of their outstanding invoices with the AIM integration,” said Chris Sylvester with XS Brokers. “They can even choose which specific invoices they want to pay,” he said. “It’s a lot easier than our old system.”


Benefits for FinancePro Customers

“It's been a huge help," said Scott Mitchell, Senior Vice President of Finance. "ePayPolicy is a slam dunk. I'd recommend them to anyone."

The FinancePro integration with ePayPolicy enables insureds to make down payments or installments online or via an integrated IVR solution (touch tone dialing). The setup only takes 1-2 business days to complete for a fully integrated payment solution.

“ePayPolicy has helped us out tremendously. Streamlining payments has gotten better and faster. Things are definitely coming in cleaner than before we started using ePayPolicy", said Russ Goldstein, President of Agile Premium Finance.

Don’t miss out on the chance to take advantage of this integration! The AIM and FinancePro teams are dedicated to expanding our strategic partnerships to better serve you. Stay tuned to the Radar for updates on other integration opportunities.

ePayPolicy is one of the charter members of our new Orange Partner Program. To learn more about the program and the other partners, click here.

To get started with these integrations, visit or